Helios Mid Cap Fund Raises Holdings in Paytm, NBCC and 28 Other Stocks During June 2026

As per an Economic Times report, Helios Mid Cap Fund retained a portfolio of 68 stocks in June, the same as the previous month, even as it made several changes to its holdings.  

The scheme's investments were spread across 23 sectors, with financial services accounting for the highest allocation at 21.70%. The fund managed assets worth ₹1,793 crore at the end of the month. 

Groww Parent Among Fresh Additions 

Five companies were added to the portfolio during June. Billionbrains Garage Ventures, the parent company of Groww, was the largest new addition, with the fund buying 18.10 lakh shares valued at ₹26.57 crore.  

The scheme also purchased 7.80 lakh shares of Hindustan Petroleum Corporation, 3.99 lakh shares of Bharat Heavy Electricals, 1.89 lakh shares of Aditya Vision and 7,128 shares of Page Industries. 

Stakes Increased In 30 Companies 

The fund raised its exposure to 30 existing holdings during the month. Its investment in Paytm increased after the purchase of 81,157 shares, taking the total holding to 4.45 lakh shares from 3.64 lakh shares in the previous portfolio.  

It also bought 6.28 lakh shares of NBCC (India), lifting its holding to 24.62 lakh shares. Other additions included nearly 4.74 lakh shares of PhysicsWallah, 3.80 lakh shares of GMR Airports, 2.12 lakh shares of IDFC First Bank and 1.93 lakh shares of Honasa Consumer.  

The fund also increased holdings in stocks such as BSE, MCX, Apar Industries, Sundaram Finance, GlaxoSmithKline Pharmaceuticals, Dixon Technologies (India), Delhivery and CarTrade Tech. 

Five Stocks Removed 

The scheme exited Hero MotoCorp, Escorts Kubota, ICICI Lombard General Insurance Company, PB Fintech and Jain Resource Recycling during June. It also reduced its exposure to Black Box after selling 45,361 shares.  

Holdings in 32 companies remained unchanged, including ITC Hotels, Swiggy, Ather Energy, Hitachi Energy India, Lemon Tree Hotels, CAMS, Nippon Life India AMC, PNB Housing Finance, Bharti Hexacom and Radico Khaitan. 

Performance and Allocation 

The portfolio allocation stood at 55.31% in mid-cap stocks, followed by 34.10% in small caps, 9.28% in large caps, and 1.31% in other assets. Since its launch, the fund has delivered a Compound Annual Growth Rate (CAGR) of 25.75%.  

Over the past year, it generated a return of 11.92%, compared with 5.04% for the Nifty Midcap 150 TRI benchmark. 

Read More: JioBlackRock Mutual Fund's June 2026 Portfolio: Top Stock Holdings Include RIL, HDFC Bank and SBI! 

Conclusion 

The June portfolio reflected selective buying and selling activity, while the number of holdings and the fund's overall portfolio structure remained unchanged. 

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.   
 
Mutual Fund Investments are subject to market risks, read all the related documents carefully before investing.